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Freedom 100 Emerging Markets ETF
FRDM

69 hedge funds and large institutions have $257M invested in Freedom 100 Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 4

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

67% more capital invested

Capital invested by funds: $154M → $257M (+$103M)

15% more funds holding

Funds holding: 60 → 69 (+9)

4.51% more ownership

Funds ownership: 57.32% → 61.82% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.84M

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
42
Reduced
4
Closed
6
Calls
–
Puts
$4.84M
Net Calls
-$4.84M
Net Calls Change
-$4.84M

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$54.4M
2
Jane Street
Jane Street
New York
+$5.81M
3
Morgan Stanley
Morgan Stanley
New York
+$3.99M
4
OMC
Old Mission Capital
Illinois
+$3.31M
5
TA
TrueWealth Advisors
Alabama
+$3.3M

Top Sellers

Rank Fund Capital Flow
1
BOC
Bull Oak Capital
California
-$3.85M
2
BPA
Beacon Pointe Advisors
California
-$717K
3
SHWM
Silicon Hills Wealth Management
Texas
-$610K
4
LPL Financial
LPL Financial
California
-$183K
5
MFG
Magnus Financial Group
New York
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
ML
26
Mayport LLC
Massachusetts
$1.95M +$296K +10,090 +18%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.75M +$165K +5,632 +10%
SC
28
Stephens Consulting
Michigan
$1.59M +$872K +29,708 +122%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$1.44M +$12.9K +439 +0.9%
KAS
30
Kestra Advisory Services
Texas
$1.44M +$815K +27,771 +132%
1IA
31
1620 Investment Advisors
Massachusetts
$1.42M +$42.3K +1,443 +3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.41M +$1.41M +47,977 New
BCM
33
Brookstone Capital Management
Illinois
$1.19M +$1.17M +39,922 New
MFG
34
Magnus Financial Group
New York
$1M -$143K -4,862 -13%
3AM
35
3EDGE Asset Management
Florida
$834K +$833K +28,380 New
ICM
36
Islay Capital Management
Texas
$794K +$792K +27,004 New
WDL
37
Well Done LLC
Michigan
$763K – – –
CWA
38
Clarus Wealth Advisors
Arizona
$744K +$199K +6,786 +36%
LSA
39
Lansing Street Advisors
Pennsylvania
$694K +$80K +2,725 +13%
PAG
40
Private Advisor Group
New Jersey
$678K +$677K +23,069 New
LPL Financial
41
LPL Financial
California
$526K -$183K -6,250 -26%
BCI
42
Brinker Capital Investments
Pennsylvania
$514K – – –
OPS
43
Orion Portfolio Solutions
Nebraska
$514K +$513K +17,500 New
WSWA
44
Warren Street Wealth Advisors
California
$481K -$1.55K -53 -0.3%
SS
45
Simplicity Solutions
Minnesota
$421K +$420K +14,321 New
NHFG
46
New Harbor Financial Group
Massachusetts
$400K +$46.9K +1,600 +13%
DAS
47
Dynamic Advisor Solutions
Arizona
$391K +$390K +13,294 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$374K +$107K +3,637 +40%
SAF
49
Smith Anglin Financial
Texas
$354K +$353K +12,047 New
BAM
50
Belpointe Asset Management
Nevada
$342K +$108K +3,672 +46%
1
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FRDM Hedge Fund Activity: Q1 2023 in Review

69 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q1 2023, worth a combined $257M — up 67% from $154M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FRDM positions and 6 closed out — a net gain of 11 holders — while 42 added to existing stakes and 4 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $54.4M. The largest seller was Bull Oak Capital, exiting entirely with an estimated $3.85M sold.

  • 69 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q1 2023, up from 60 in Q4 2022.
  • Funds reported $257M of Freedom 100 Emerging Markets ETF stock for Q1 2023, up 67% quarter-over-quarter.
  • 17 funds opened new Freedom 100 Emerging Markets ETF positions in Q1 2023 and 6 closed out, a net change of +11 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $54.4M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q1 2023 was Bull Oak Capital, an estimated $3.85M sold.

Based on aggregated 13F filings for Q1 2023.